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RFEBX vs VTSAX
RFEBX vs VTSAX Comparison
Open Charts RFEBX vs VTSAX
American Funds Fundamental Invs R2E
Price$89.53
Change-$0.59 (-0.65%)
VolumeN/A
Net Assets154.47B
Vanguard Total Stock Mkt Idx Adm
Price$154.83
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
RFEBX vs VTSAX Comparison Chart in %
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RFEBX vs. VTSAX commentary
Sep 02, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RFEBX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. RFEBX (154B). VTSAX pays higher dividends than RFEBX: VTSAX (1.16) vs RFEBX (0.53). RFEBX was incepted earlier than VTSAX: RFEBX (11 years) vs VTSAX (25 years). RFEBX (1.07) is less costly to investors than VTSAX (0.04). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFEBX has a lower initial minimum investment than VTSAX: RFEBX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.49 vs. RFEBX (9.34). VTSAX return over 5 years is better than : 79.74 vs. RFEBX (45.20).
| RFEBX | VTSAX | RFEBX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 11.972 | 9.836 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.91T | 8% |
| Annual Yield % from dividends | 0.53 | 1.16 | 46% |
| Returns for 1 year | 9.34 | 15.49 | 60% |
| Returns for 3 years | 49.18 | 59.50 | 83% |
| Returns for 5 years | 45.20 | 79.74 | 57% |
| Returns for 10 years | 88.03 | 232.97 | 38% |